Welcome to
Grandcrest Capitalz 360

About Us

Grandcrest Capitalz is a client-focused wealth management and financial services firm dedicated to helping individuals and families achieve long-term financial security and wealth creation. We offer personalized solutions across wealth management, mutual funds, insurance, investment planning, and financial advisory services. Our approach is built on trust, transparency, research-driven insights, and a deep understanding of each client’s financial goals. At Grandcrest Capitalz, we believe successful financial planning is not just about investments — it is about building a secure financial future through disciplined planning, risk management, and informed decision-making.

Vision To be a trusted financial partner delivering holistic wealth management solutions that empower clients to achieve long-term financial security and prosperity.
Mission To help clients build, preserve, and protect wealth through disciplined and long-term financial strategies

Our Services

FINANCIAL PLANNING

This is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your child’s education, planning for your retirement or estate planning.

WEALTH MANAGEMENT

Basically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth. Wealth can be explained as assets minus liabilities.

RETIREMENT PLANNING

With the growing complexity of retirement, more and more people are getting concerned about retirement and its planning. Once you have passed working age, it becomes difficult to mend the expenses.

TAX PLANNING

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

Our Products

MUTUAL FUND

Investing in a mutual fund is like an investment made by a collective. An individual as a single investor is likely to have lesser amount of money at disposal than say, a group of friends put together

LIFE INSURANCE

Life insurance offers a way to replace the loss of income that occurs when someone dies. Life insurance is insurance for you and your family’s peace of mind.

HEALTH INSURANCE

Health insurance is the insurance which protects from any health emergencies & incurred hospitalization expenses. In this busy and hectic life everybody should have a health insurance policy which can be very useful in emergencies.

TAX ADVISORY

Our Tax Advisory services help you manage taxes efficiently through strategic planning, tax-saving solutions, and compliance support. We guide you in making informed financial decisions while maximizing tax benefits and minimizing liabilities.

Goal planners

Child's Education Planning

Child's Marriage Planning

Dream Home

Dream Car

Dream Vacation

Family Protection

Retirement Planning

Custom Goal

Top News

Stock

Market

Indices

Mutual Fund Forms

Contact Us

Contact Us

Address

7 / 401, Siddhachal Phase 2, Behind Vasant Vihar School, Thane 400610.

Phone Number

+91 9820173525

Email

info@grandcrestcapitalz360.com

girishchavare@grandcrestcapitalz360.com